ASCENSION LEGACY PARTNERS, INC.

ASCENSION LEGACY PARTNERS, INC. of BALA CYNWYD, PA is an SEC-registered investment adviser (CRD 338567).

Registration

• CRD: 338567
• Type: Registered investment adviser
• Location: 150 MONUMENT RD, BALA CYNWYD, PA, 19004
• Phone: 215-554-3451
• Latest filing: 2026-07-08
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338567 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search